Sr Trade Corrections Professional bei Ameriprise

Process trade corrections. Analyze and correct entries for various product types, including mutual funds, securities, cash, bonds, and managed accounts, through various internal processing systems. Work with both internal and external business partners to research and resolve issues in an accurate and timely manner. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures.

Key Responsibilities
- Responsible for timely and accurate resolution of trade correction cases.  Analyze account activity, determine cause of error and take appropriate action to correct trading activity.

- Work with both internal and external business partners to research and resolve issues, troubleshoot and provide seamless service.  Provide support to other team members as necessary.

- Identify root cause of trade correction errors and provide solutions as appropriate.  Conduct trend reporting and participate in problem solving sessions for continuous process improvements. 

Required Qualifications
- Education: High school or GED
*Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for
education and experience

- Previous operations, processing or customer service experience.
- Strong attention to detail, including demonstrated ability to meet accuracy standards in a high-volume processing situation.
- Ability to research and resolve problems.
- Demonstrated ability to manage multiple priorities in a fast-paced, results driven, transaction-based environment.
- Ability to effectively and professionally communicate with internal business partners and advisors.

Preferred Qualifications
- Trading activity expertise.
- Understanding of Thomson, BETA, COLA, APL, and various other internal systems (Nice, DocX, eWorkflow).

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The estimated annual salary for this role is $43,500 - $58,800. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.Full timeNon-ExemptBusiness Support & OperationsCLEAR Clearing Jetzt bewerben